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Name Holding Trade Value Shares
Change
Change in
Stake
GT
801
Greenleaf Trust
Michigan
$675K -$630K -8,682 -49%
CG
802
Curat Global
New Hampshire
$669K +$123K +1,700 +24%
MIM
803
Marco Investment Management
Georgia
$659K
FM
804
Foster & Motley
Ohio
$655K +$628K +8,651 New
MA
805
Montag & Associates
Georgia
$651K
JPWM
806
Jamison Private Wealth Management
Georgia
$649K -$13.1K -180 -2%
LG
807
LaFleur & Godfrey
Michigan
$648K
OWA
808
Outlook Wealth Advisors
Texas
$647K +$2.4K +33 +0.4%
MWA
809
MFA Wealth Advisors
Pennsylvania
$645K +$16.3K +225 +3%
MFIM
810
Mesirow Financial Investment Management
Illinois
$645K +$508 +7 +0.1%
PPWM
811
Paragon Private Wealth Management
Kentucky
$643K -$215K -2,962 -26%
RMP
812
Richards, Merrill & Peterson
Washington
$643K -$36.5K -503 -6%
PMA
813
Prudent Man Advisors
Illinois
$643K +$143K +1,974 +30%
PIM
814
Penobscot Investment Management
Massachusetts
$638K -$192K -2,650 -24%
BTC
815
Bank & Trust Company
Illinois
$636K -$10.9K -150 -2%
MEAC
816
M.E. Allison & Co
Texas
$635K
JIM
817
JCP Investment Management
Texas
$632K +$116K +1,600 +24%
ClearBridge Investments
818
ClearBridge Investments
New York
$630K +$47.2K +650 +8%
NSEDCP
819
NJ State Employees Deferred Compensation Plan
New Jersey
$629K
CWM
820
Cornerstone Wealth Management
Missouri
$627K -$106K -1,461 -15%
HAIM
821
Hunter Associates Investment Management
Pennsylvania
$626K
WBCM
822
Wilson & Boucher Capital Management
California
$624K -$14.5K -200 -2%
BG
823
Bahl & Gaynor
Ohio
$624K -$2.98K -41 -0.5%
AWAU
824
Alliance Wealth Advisors (Utah)
Utah
$623K +$73 +1 +0%
WCM
825
Winebrenner Capital Management
Kentucky
$621K